Apogee Enterprises Inc (APOG) — Strategic Asset Allocation Index

Latest as of August 2023: 66.3%

Apogee Enterprises Inc (APOG) has a Strategic Asset Allocation Index of 66.3% as of August 2023. Strategic assets (PP&E of $286.59 Million plus long-term investments of $-) total $286.59 Million, measured against net assets of $432.32 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Apogee Enterprises Inc balance sheet quality to measure how much of total assets are equity-financed.

SAAI

66.3%
Strategic Assets / Net Assets

Strategic Assets

$286.59 Million
PP&E + LT Investments

PP&E

$286.59 Million
USD

Net Assets

$432.32 Million
USD

Apogee Enterprises Inc Strategic Asset Allocation Index (2000–2023)

This chart shows how Apogee Enterprises Inc's Strategic Asset Allocation Index has evolved across 24 annual periods from 2000 to 2023. As of August 2023, the index stands at 66.3%, representing strategic assets of $286.59 Million against net assets of $432.32 Million USD. For live market cap and overall valuation, see Apogee Enterprises Inc market capitalisation.

Annual Strategic Asset Allocation Index for Apogee Enterprises Inc (2000–2023)

The table below presents the year-by-year Strategic Asset Allocation Index for Apogee Enterprises Inc from 2000 to 2023, covering 24 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See net assets of Apogee Enterprises Inc for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2023 62.8% $248.87 Million $248.87 Million $- $396.41 Million ▼ -2.0 pp
2022 64.7% $250.00 Million $250.00 Million $- $386.20 Million ▲ +4.2 pp
2021 60.6% $298.44 Million $298.44 Million $- $492.75 Million ▼ -2.2 pp
2020 62.8% $324.39 Million $324.39 Million $- $516.78 Million ▼ -0.9 pp
2019 63.6% $315.82 Million $315.82 Million $- $496.32 Million ▲ +2.4 pp
2018 61.2% $312.69 Million $304.06 Million $8.63 Million $510.61 Million ▲ +6.9 pp
2017 54.4% $255.79 Million $246.75 Million $9.04 Million $470.58 Million ▲ +1.4 pp
2016 52.9% $214.98 Million $202.46 Million $12.52 Million $406.19 Million ▼ -0.5 pp
2015 53.4% $204.19 Million $193.54 Million $10.65 Million $382.48 Million ▼ -1.8 pp
2014 55.2% $193.95 Million $193.95 Million $- $351.47 Million ▲ +4.5 pp
2013 50.7% $168.95 Million $168.95 Million $- $333.32 Million ▼ -1.5 pp
2012 52.1% $167.48 Million $159.55 Million $7.94 Million $321.20 Million ▼ -2.5 pp
2011 54.7% $179.20 Million $179.20 Million $- $327.68 Million ▲ +0.7 pp
2010 54.0% $185.52 Million $185.52 Million $- $343.59 Million ▼ -10.3 pp
2009 64.3% $203.51 Million $203.51 Million $- $316.62 Million ▲ +2.2 pp
2008 62.1% $176.68 Million $176.68 Million $- $284.58 Million ▲ +5.1 pp
2007 57.0% $134.26 Million $134.26 Million $- $235.67 Million ▲ +0.1 pp
2006 56.9% $113.20 Million $113.20 Million $- $199.05 Million ▲ +0.4 pp
2005 56.5% $100.54 Million $100.54 Million $- $178.08 Million ▼ -2.4 pp
2004 58.8% $98.54 Million $98.54 Million $- $167.46 Million ▼ -5.4 pp
2003 64.3% $114.53 Million $114.53 Million $- $178.21 Million ▼ -10.9 pp
2002 75.2% $128.51 Million $128.51 Million $- $170.93 Million ▼ -24.3 pp
2001 99.5% $147.59 Million $147.59 Million $- $148.29 Million ▼ -35.5 pp
2000 135.0% $186.04 Million $186.04 Million $- $137.77 Million
pp = percentage points